Fi3 Financial Advisors, LLC
Allison Cornacchione, FPQP™, currently serves as a Senior Operations Specialist at Fi3 Financial Advisors, LLC, where responsibilities include overseeing complex case requests, data analysis, compliance, and billing, while providing recommendations to management. Prior roles at Fi3 include Senior Client Service Specialist and Client Service Specialist, focusing on client services, compliance, and portfolio management software. Previously, at Make-A-Wish Ohio, Kentucky & Indiana, Allison held various positions, culminating as Director of Program Delivery, managing the wish program for the region. Allison is a graduate of Indiana University Bloomington with a degree in Human Development and Family Studies.
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Fi3 Financial Advisors, LLC
We are an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office. We serve as a fiduciary, providing financial planning and investment management services to high net worth families, acting as the Family CFO. “Fee-only” means our only method of compensation is the fee we receive for the consulting advice we give. We don’t sell products; we don’t receive commissions. We do believe in fee transparency and value creation. Your experience with Fi3 will be highly personalized. We’ll ask thoughtful questions, listen to your perspective, and deliver the tools you need to make effective financial decisions for your family.